AgencyZoom vs Applied Epic: Which is Better in 2026?
Choosing between AgencyZoom and Applied Epic comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.
Bottom line: AgencyZoom wins this matchup. HubSpot is our overall CRM pick. HubSpot is our free CRM pick. Pick Applied Epic if you need workflow automation.
Short on time? Here's the quick answer
Based on published vendor pricing and features and on public review data, here's who should pick what:
AgencyZoom
Sales suite for insurance agents to automate processes, boost retention, and track growth.
Best for you if:
- • You want a free tier before you commit
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Best for you if:
- • You want leverages insurance-specific AI for tailored automation and insights
| At a Glance | AgencyZoom | Applied Epic |
|---|---|---|
Starts at | Free Free plan | Custom |
Category | CRM Sales Engagement | Workflow Automation CRM |
Rating | 4.6/5 G2 4.6 · Capterra 4.6 237 reviews | 4.3/5 G2 4.4 · Capterra 4.2 1,942 reviews |
Free plan | Yes | No |
Choose AgencyZoom or Applied Epic?
Choose AgencyZoom if
- You want a free tier before you commit
- You want specifically built for various insurance agency types, offering tailored solutions
- You want automates time-consuming tasks, allowing agents to focus on selling
- You work in CRM, not workflow automation
Choose Applied Epic if
- You want leverages insurance-specific AI for tailored automation and insights
- You want consolidates multiple agency functions into a single, integrated platform
- You work in workflow automation, not CRM
In-Depth Analysis
AgencyZoom
Sales suite for insurance agents to automate processes, boost retention, and track growth.
AgencyZoom's pricing structure is a bit complex with two distinct sets of tiers, but generally fair for the comprehensive features offered.
Strengths
- Pro: Specifically built for various insurance agency types, offering tailored solutions.
- Pro: Automates time-consuming tasks, allowing agents to focus on selling.
- Pro: Helps improve online reputation by automatically collecting 5-star Google Reviews.
- Pro: Integrates with major agency management systems for a seamless workflow.
- Pro: Includes a mobile app for managing leads and activities on the go.
Weaknesses
- Con: AMS integration may require additional costs for some systems.
- Con: The platform is paid, with no free tier available beyond a trial.
- Con: Initial setup and onboarding can take 2-4 weeks.
Key features
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Strengths
- Pro: Leverages insurance-specific AI for tailored automation and insights
- Pro: Consolidates multiple agency functions into a single, integrated platform
- Pro: Improves productivity by reducing manual data entry and system switching
- Pro: Enhances customer experience with mobile and self-service options
- Pro: Used by a significant number of top-performing insurance agencies
Weaknesses
- Con: Specific pricing details are not publicly available, requiring direct contact for quotes
- Con: Requires integration with existing agency workflows, which may involve a learning curve
- Con: The full benefits are realized with comprehensive adoption across the agency
Key features
Pricing: AgencyZoom vs Applied Epic
| Plan | AgencyZoom | Applied Epic |
|---|---|---|
| Tier 1 | $349/month Pro | Contact Sales Contact Sales |
| Tier 2 | $199/month Growth | N/A |
| Tier 3 | $149/month Essential | N/A |
| Tier 4 | $129/month Multiple Location Agency | N/A |
| Tier 5 | $99/month Single Location Agency | N/A |
Pricing verified from each vendor's public pricing page. Compare in detail on AgencyZoom pricing and Applied Epic pricing.
Key Takeaways
AgencyZoom
- Higher user rating: 4.6/5 vs 4.3/5
- Free tier available
- Our pick for this comparison
Applied Epic
- Larger review base (1,942 reviews)
- Better fit for workflow automation
The Bottom Line
AgencyZoom wins this matchup. HubSpot is our overall CRM pick. HubSpot is our free CRM pick.
Frequently Asked Questions
Is AgencyZoom or Applied Epic better in 2026?
AgencyZoom wins this matchup. HubSpot is our overall CRM pick. HubSpot is our free CRM pick. Pick AgencyZoom for CRM workflows (main strength: specifically built for various insurance agency types, offering tailored solutions). Pick Applied Epic for workflow automation workflows (main strength: leverages insurance-specific AI for tailored automation and insights).
What are AgencyZoom and Applied Epic used for?
AgencyZoom: Sales suite for insurance agents to automate processes, boost retention, and track growth. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
What does AgencyZoom cost vs Applied Epic?
AgencyZoom's paid plans start at Free (Single Location Agency). Applied Epic pricing is on their site.
What's the main difference between AgencyZoom and Applied Epic?
AgencyZoom's main strength: specifically built for various insurance agency types, offering tailored solutions. Applied Epic's main strength: leverages insurance-specific AI for tailored automation and insights.